Q4 Earnings Forecast for Amazon.com Issued By William Blair

Amazon.com, Inc. (NASDAQ:AMZN) – William Blair lifted their Q4 2025 earnings per share estimates for shares of Amazon.com in a research report issued to clients and investors on Friday, October 31st. William Blair analyst D. Carden now forecasts that the e-commerce giant will post earnings of $1.85 per share for the quarter, up from their prior estimate of $1.72. The consensus estimate for Amazon.com’s current full-year earnings is $6.31 per share. William Blair also issued estimates for Amazon.com’s Q1 2026 earnings at $1.63 EPS, Q2 2026 earnings at $1.68 EPS, Q3 2026 earnings at $1.76 EPS, Q4 2026 earnings at $2.19 EPS and FY2026 earnings at $7.26 EPS.

Amazon.com (NASDAQ:AMZN) last issued its earnings results on Thursday, October 30th. The e-commerce giant reported $1.95 earnings per share for the quarter, topping analysts’ consensus estimates of $1.57 by $0.38. The firm had revenue of $180.17 billion during the quarter, compared to analysts’ expectations of $177.53 billion. Amazon.com had a net margin of 10.54% and a return on equity of 23.84%. The firm’s revenue for the quarter was up 13.4% compared to the same quarter last year. During the same period last year, the firm posted $1.43 earnings per share. Amazon.com has set its Q4 2025 guidance at EPS.

Other equities analysts have also recently issued research reports about the company. Monness Crespi & Hardt lifted their price target on Amazon.com from $275.00 to $300.00 and gave the stock a “buy” rating in a research note on Friday. Oppenheimer boosted their price objective on Amazon.com from $245.00 to $290.00 and gave the stock an “outperform” rating in a report on Friday. Cantor Fitzgerald lifted their target price on shares of Amazon.com from $280.00 to $315.00 and gave the stock an “overweight” rating in a research report on Friday. CIBC lifted their target price on shares of Amazon.com to $315.00 in a research report on Monday, October 20th. Finally, Benchmark lifted their price objective on shares of Amazon.com from $260.00 to $295.00 and gave the stock a “buy” rating in a research report on Friday. Three research analysts have rated the stock with a Strong Buy rating, forty-nine have assigned a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, Amazon.com presently has an average rating of “Buy” and an average target price of $289.88.

Amazon.com Stock Performance

Shares of NASDAQ AMZN opened at $244.22 on Monday. The company has a quick ratio of 0.81, a current ratio of 1.02 and a debt-to-equity ratio of 0.15. The stock has a market capitalization of $2.60 trillion, a price-to-earnings ratio of 37.23, a PEG ratio of 1.52 and a beta of 1.28. The stock’s fifty day simple moving average is $225.49 and its 200 day simple moving average is $216.37. Amazon.com has a 52-week low of $161.38 and a 52-week high of $250.50.

Insider Transactions at Amazon.com

In related news, SVP David Zapolsky sold 13,570 shares of the business’s stock in a transaction that occurred on Friday, August 22nd. The stock was sold at an average price of $222.76, for a total value of $3,022,853.20. Following the completion of the sale, the senior vice president owned 44,110 shares of the company’s stock, valued at approximately $9,825,943.60. The trade was a 23.53% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, CFO Brian T. Olsavsky sold 17,750 shares of the business’s stock in a transaction that occurred on Thursday, August 21st. The stock was sold at an average price of $222.74, for a total transaction of $3,953,635.00. Following the completion of the sale, the chief financial officer directly owned 49,000 shares of the company’s stock, valued at $10,914,260. This represents a 26.59% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 95,411 shares of company stock valued at $21,222,702. Corporate insiders own 9.70% of the company’s stock.

Institutional Investors Weigh In On Amazon.com

Large investors have recently bought and sold shares of the business. Fairway Wealth LLC boosted its position in Amazon.com by 113.2% during the third quarter. Fairway Wealth LLC now owns 113 shares of the e-commerce giant’s stock worth $25,000 after purchasing an additional 60 shares during the period. Carderock Capital Management Inc. bought a new stake in Amazon.com during the second quarter worth approximately $27,000. Sellwood Investment Partners LLC bought a new stake in shares of Amazon.com during the 3rd quarter worth $27,000. Cooksen Wealth LLC bought a new stake in shares of Amazon.com during the 1st quarter worth $36,000. Finally, Inlight Wealth Management LLC bought a new stake in shares of Amazon.com during the 1st quarter worth $40,000. 72.20% of the stock is currently owned by institutional investors.

Amazon.com Company Profile

Amazon.com, Inc engages in the retail sale of consumer products, advertising, and subscriptions service through online and physical stores in North America and internationally. The company operates through three segments: North America, International, and Amazon Web Services (AWS). It also manufactures and sells electronic devices, including Kindle, Fire tablets, Fire TVs, Echo, Ring, Blink, and eero; and develops and produces media content.